Callan Family Office Partners with Foundation Source to Expand Access to Sophisticated Philanthropic Solutions

Callan Family Office has announced a partnership with Foundation Source, the nation’s largest provider of cloud-based charitable giving solutions, to enhance its philanthropic offerings.

Through this partnership, Foundation Source will provide a ‘private label’ philanthropic platform that enables Callan Family Office advisors to streamline and improve overall management of clients’ charitable activities in lockstep with its core investment and planning services.  

“For our ultra-high-net-worth families, philanthropy is an integral component of their overall portfolio, not an afterthought,” said Betty Pettine, Managing Director, Philanthropic Consulting, at Callan Family Office. “With this partnership, we have the most cutting-edge tools to better manage our clients’ philanthropic initiatives, from starting a family foundation to growing an existing one or setting up a donor-advised fund.”

Please read our full press release on the partnership here